You can now send rental and charge invoices, credit notes, receipts and refunds as pdf files by email at the click of a button.
Before you start
You should complete a document header to go at the top of your invoices before you send them.
You can also add payment details to them as well.
Sending Invoices and Payment Receipts
Head to one of these locations in the Tenant Manager and look for the icon at the right hand side of the screen, next to the item you want to send.
For invoices go to Invoices.
For payment receipts go to Payments.
Check through the accompanying letter and press send. Once an item has been sent, the icon will change to 'In Queue' before finally changing to . Hover your mouse over this icon to send the invoice or receipt again.
*Note: Landlord Vision will not automatically send invoices to your tenants by email unless you have the Automatically Send Invoices to Tenants option enabled in Tenancies > Edit Tenancy (see section on Sending Rent Reminders).
Sending Documents and Reports
You can also send documents and reports. To send your tenants a document go to Tenant Manager > Tenancies > Select your tenant > Legal Documents tab and select your document. Then click Email PDF at the top of the page.
You can send reports in the same manner from the Reports module.
You can also automate the process of sending invoices. Please see this guide.
Customer support service by UserEcho